Craig Fanning (CRD# 2234422) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Marble Falls, TX and has over 12 years of experience in the finance industry.
CRD# 2219717
Kestra Advisory Services, LLC
CRD# 2610650
Ii Technology, LLC
CRD# 6433039
Kestra Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Marble Falls, TX | Feb 2022 - Current | 2 |
| Charles Schwab & Company, Inc. | Phoenix, AZ | Nov 2021 - Dec 2022 | 1 |
| Unemployed | Phoenix, AZ | Jul 2021 - Oct 2021 | < 1 |
| Charles Schwab & Company, Inc. | Phoenix, AZ | May 2021 - Jun 2021 | < 1 |
| Unemployed | Phoenix, AZ | Sep 2020 - Apr 2021 | < 1 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Aug 2020 - Oct 2020 | < 1 |
| Farmers Financial Solutions | Agoura, CA | Oct 2016 - Aug 2020 | 3 |
| Patagonia | Ventura, CA | Oct 2019 - May 2020 | < 1 |
| Alvarez And Marsal | San Francisco, CA | Aug 2015 - Nov 2016 | 1 |
| Harvestons Securities, Inc. | Greenwood Village, CO | Oct 2014 - Nov 2016 | 2 |
| Great Pacific | Costa Mesa, CA | Jul 2015 - Jul 2015 | < 1 |
| Ladenburg Thalmann & Company, Inc. | Calabasas, CA | Mar 2015 - Jul 2015 | < 1 |
| Harvestons Securities, Inc. | Greenwood Village, CO | Nov 2014 - Mar 2015 | < 1 |
| Unemployed | Malibu, CA | Oct 2014 - Nov 2014 | < 1 |
| Unemployed | Malibu, CA | Jul 2014 - Oct 2014 | < 1 |
| Stark Municipal Brokers | Agoura Hills, CA | Apr 2014 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2023 |
- TX
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Total Assets Under Management818,776MILLIONS
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Total Number of Accounts1,991,043ACCOUNTS
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Average Account Value$411,230
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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